Graduate Investment Administrator
My client is a leading network of IFA (Independent Financial Advisors) providing advice to both Corporate and Private clients on Investments, Retirement Planning, Estate Planning, Mortgages & Insurance and On-line Trading.
We are seeking a Graduate Sales Support executive who will be responsible for providing Administrative support to the network of IFA's (Financial Advisers) including processing and monitoring of new business applications, inputting advisor fee information onto internal systems, creating and managing client records, keeping client database up to date, communicating with clients and providers, dealing with surrender requests and other client queries and preparing valuations and illustrations.
We are seeking someone who has recently Graduated from University within either Mathematics, Financial or related discipline with a grade of 2:2 or higher coupled with strong A level and GCSE grades. Any knowledge of Pensions, Investments, Taxation & Protecti...
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Website | uk.whatjobs.com | ||
Ad Id | 27138402 | ||
Category | Accounting | ||
Posted | February 08, 2021 | ||
Expiry | March 10, 2021 | ||
Status | FILLED | ||
Details | New, Commercial Seller |